Jared Dillian: The “Value Rotation” Has Just Begun

Published on
May 5th, 2021
36 minutes

Tony Greer: Update on Inflation, Rates, and Commodities as Growth Stocks Decline

Jared Dillian: The “Value Rotation” Has Just Begun

Daily Briefing ·
Featuring Jared Dillian and Jack Farley

Published on: May 5th, 2021 • Duration: 36 minutes

Jared Dillian of The Daily Dirtnap returns to Real Vision to share his analysis on the latest financial news. In a live interview with Real Vision editor Jack Farley, Dillian makes sense of the the soaring prices of lumber, copper, and live hogs; commodity backwardation; and the latest economic data. Dillian provides a strategic update on his bearish bond thesis and interprets yesterday’s serious nosedive in U.S. tech stocks. Dillian incorporates the ongoing fiscal and monetary stimulus into his inflationary framework and makes several key points about the minimum wage.